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(Master and) Sub Plan History Source

RETURN TO: History Source

Set the History Source by Sub plan

Click History > Sub Plan History Source from the side navigation menu to apply a Master Plan as the History Source by sub plan. Choose one of the three options:

  • Import from Existing Plan – Also select Company, Establishment, and Plan from the drop-downs, which display only Master Plans as potential sources.
  • Start Point Analysis
  • Manual Input

Match Master Plan to Sub plan(s)

Select whether to have sub plans match the History Source by:
  • Plan Code

OR

  • Establishment

  • By default, if the system does not locate a match, Manual Input will be required for each sub plan. To change this default, check the box for: Assign start point for all selected plans that do not have a match.

If Manual Input is selected in the Master Plan: Enter values into each sub plan to obtain accurate Goals and Adverse Impact reporting.

Assign Settings to Sub Plans

Expand the Sub Plans menu in the lower portion of the page.

Check off one or more sub plans, and click [Assign].

Quick Tip: If the setting applies to all sub plans, click the link at the top of the list to Select: All.